You should be able ot easily skip trace any of the plots or find the information online enough to add more to the trace.

From my research the template seems to be a packet including: Developer Credentials Personal Statement (Available Upon Request) List of RE Owned Current Property packet with Pro-Forma, Rent Roll, Comps, Budget, Projected Returns - similar to an OM on most CRE packets.This was a good guide, Commercial real estate finance: A basic guide for an effective loan request package - Buffalo Business First (bizjournals.com)Commercial real estate finance: A basic guide for an effective loan request package - Buffalo Business First (bizjournals.com)

I would hate to refinance my duplex and lose the 4 percent interest on conventional loan.

My loans are locked for another 3-4 years at 4%, so I’m not interested in a refi.

@Jose ChavezAs mentioned notes are very standard documents that your attorney should draft.A PG is another separate document just like there also should be a loan agreement if to a LLC and some security instrumentWe use an attorney to always draft these and charge the costs to the borrower as part of the closing costs

Min buy in is 50k, pays quarterly distribution. timeline 5-7 yrs, getting very good loan from insurance co source at 6.75% or so with interest only on yrs 1-3 then no defeasance penalties thereafter if they re-fi or sell.

Loan to value options available up to 85% of sales price. 

I also have a mortgage (Solano Mortgage) company ready to go for when my tenant/buyers are ready to go get a loan.

That's the correct answer, commercial mortgages are a lot more flexible about down payment sources, etc, than home loans, but pragmatically (loan requirements aside) you need to bring SOMETHING to the table for anyone to want to bring what THEY have (down payment etc) to the table.

You can still get an FHA loan on those if you live in one unit as your primary.